Beaird Harris Wealth Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.3K | Sell |
609
-317
| -34% | -$19.9K | ﹤0.01% | 276 |
|
|
2025
Q1 | $55.3K | Hold |
926
| – | – | ﹤0.01% | 211 |
|
|
2024
Q4 | $50.1K | Buy |
926
+30
| +3% | +$1.62K | ﹤0.01% | 225 |
|
|
2024
Q3 | $40.9K | Buy |
896
+131
| +17% | +$5.98K | ﹤0.01% | 242 |
|
|
2024
Q2 | $32.5K | Buy |
765
+448
| +141% | +$19K | ﹤0.01% | 260 |
|
|
2024
Q1 | $12.4K | Sell |
317
-150
| -32% | -$5.85K | ﹤0.01% | 316 |
|
|
2023
Q4 | $16.3K | Buy |
+467
| New | +$16.3K | ﹤0.01% | 285 |
|
|
2023
Q1 | – | Sell |
-320
| Closed | -$10.5K | – | 751 |
|
|
2022
Q4 | $10.5K | Buy |
+320
| New | +$10.5K | ﹤0.01% | 317 |
|
|
2022
Q2 | – | Sell |
-268
| Closed | -$9K | – | 626 |
|
|
2022
Q1 | $9K | Buy |
268
+117
| +77% | +$3.93K | ﹤0.01% | 354 |
|
|
2021
Q4 | $4K | Buy |
+151
| New | +$4K | ﹤0.01% | 508 |
|